Shipments

AI Servers Absorbing LPDRAM Capacity, Signaling Tight Supply as the New Norm | TrendForce

AI Servers Absorbing LPDRAM Capacity, Signaling Tight Supply as the New Norm

Jun 05, 2026 | PDF

Beyond full-rack solutions, NVIDIA is also actively promoting its standalone Vera CPU to capture the AI inference market. However, given the LPDRAM supply bottleneck, NVIDIA has decided to reduce the...

1Q26 Revenue Ranking among Server DRAM Suppliers | TrendForce

1Q26 Revenue Ranking among Server DRAM Suppliers

Jun 05, 2026 | PDF

Driven by agentic AI applications, the server DRAM market experienced explosive growth. The need for models to handle complex computations and offload long contexts has led to a severe shortage of key...

CPO Technology Revolution: Next-Gen Interconnect for AI Data Centers | TrendForce

CPO Technology Revolution: Next-Gen Interconnect for AI Data Centers

Jun 05, 2026 | PDF

Co-packaged optical (CPO) technology is entering the commercialization stage, driven by AI data center demand for higher bandwidth and lower power consumption. Volume production begins in 2026, with l...

Server Market Bulletin - Jun. 4, 2026 | TrendForce

Server Market Bulletin - Jun. 4, 2026

Jun 04, 2026 | PDF

TrendForce raised its 2026 global server shipment forecast, driven by surging AI server demand from CSPs and enterprises, with momentum expected through 2027.

2Q26 HBM Market Dynamics and Forecast | TrendForce

2Q26 HBM Market Dynamics and Forecast

Jun 03, 2026 | PDF

HBM remains irreplaceable in AI accelerators. HBM4 ramps, tight supply lifts prices, and ASIC demand diversifies the supplier base.

High-Cost Memory Shuffles Smartphone Market; Global Output Set to Plung | TrendForce

High-Cost Memory Shuffles Smartphone Market; Global Output Set to Plung

May 29, 2026 | PDF

The era of high-cost memory is unlikely to end anytime soon, and the global smartphone market is projected to enter an output adjustment period starting in 2Q26. Brands equipped with economies of scal...

Monthly Global TV Brands Shipment Tracker - May. 2026 | TrendForce

Monthly Global TV Brands Shipment Tracker - May. 2026

May 28, 2026 | ZIP

TrendForce research team provides yearly and quarterly shipment data and shipment forecast of the global  TV brand vendors, covering worldwide LED and 4K TV penetration rates, supply chain between pan...

1Q26 Revenue Ranking among Enterprise SSD Suppliers | TrendForce

1Q26 Revenue Ranking among Enterprise SSD Suppliers

May 28, 2026 | PDF

The explosion in global AI service demand has triggered a severe supply-demand imbalance in the enterprise SSD market, driving quarterly revenue and contract prices to historic highs. Major suppliers...

1Q26 Revenue Ranking among Mobile DRAM Suppliers | TrendForce

1Q26 Revenue Ranking among Mobile DRAM Suppliers

May 27, 2026 | PDF

Propelled by substantial contract price increases, 1Q26 Mobile DRAM revenue reached an all-time high, with ASP appreciation serving as the core growth engine. From a supply perspective, vendors are ch...

Monthly LCD TV Panel Supply Chain - Apr 2026 | TrendForce

Monthly LCD TV Panel Supply Chain - Apr 2026

May 27, 2026 | EXCEL

TrendForce research team provides the global LCD TV panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relations...

Monthly Mobile PC ODM & Brand Shipment Tracker May. 2026 | TrendForce

Monthly Mobile PC ODM & Brand Shipment Tracker May. 2026

May 27, 2026 | ZIP

Notebook Brands & ODM Shipment tracker covers mainly the monthly ODM shipment of the top 7 NB ODM makers and quarterly shipment of top 6 NB brands.The data includes the actual shipment of the prev...

NB Set Market Bulletin May. 2026 | TrendForce

NB Set Market Bulletin May. 2026

May 27, 2026 | PDF

NB Set Market Bulletin is an appendix for notebook brands & ODM Shipment Tracker and it provides in-depth, text-based analysis focused on the global notebook (NB) market, capturing the latest developm...

Monthly Notebook Panel Supply Chain - May 2026 | TrendForce

Monthly Notebook Panel Supply Chain - May 2026

May 27, 2026 | EXCEL

TrendForce research team provides the global NB panel supply-demand report based on monthly basis, helping clients have insights on panel makers’ shipments by month. It offers the supply relationship...

AMOLED Set Shipment & Forecast - TV - 2Q26 | TrendForce

AMOLED Set Shipment & Forecast - TV - 2Q26

May 26, 2026 | EXCEL

Quarterly AMOLED Set Shipment and Forecast keeps track on the sell-in data by brands.

AMOLED Set Shipment & Forecast - NB - 2Q26 | TrendForce

AMOLED Set Shipment & Forecast - NB - 2Q26

May 26, 2026 | EXCEL

Quarterly AMOLED Set Shipment and Forecast keeps track on the sell-in data by brands.

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